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TOP 30 It asset management in Indiana
55 results found
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AMI Asset Management Insurance
AMI Asset Management Insurance is an insurance agency located at 12412 Bittersweet Commons Boulevard West, Granger, Indiana, United States. We understand that shopping for insurance can be overwhelming, which is why our goal is to provide you with all the information you need to make confident decisions about car insurance, home insurance, and more. As the fastest growing company in our area, we pride ourselves on treating every customer with respect and finding the right coverage for you, your family, or your business. With a free consultation, we can help you take the right steps towards a secure future, offering comprehensive services and explanations to help you navigate the complex world of insurance planning.
Ben Finan, 1st Source Asset Advisors
Ben Finan, 1st Source Asset Advisors is a trusted financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. Our team of experienced financial consultants specializes in creating personalized financial plans that cater to each client's unique goals and circumstances. From rollover services to retirement planning, education planning, and risk management, we offer a wide range of services to help you achieve your financial objectives. Our client-centric process involves a comprehensive three-step planning approach that includes understanding your needs, developing customized strategies, and implementing your personalized plan. We provide ongoing communication and monitoring to ensure that your portfolio stays on track towards your financial goals.
Billie Treber, 1st Source Asset Advisors
Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.
Nathan Piwowar, 1st Source Asset Advisors
Nathan Piwowar, 1st Source Asset Advisors is a finance institution located at 2230 South Bend Avenue in South Bend, Indiana, United States. Our team of financial consultants specializes in creating personalized financial plans that cater to each client's individual goals, circumstances, and time horizons. Services offered include rollover services, IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing. We follow a client-centric process that focuses on achieving specific milestones through a comprehensive three-step planning approach. We begin by understanding your financial situation and goals, then provide a detailed analysis and customized strategies to address your future needs. Once a plan is selected, we put it into action and maintain consistent communication to monitor and adjust as needed.
Capitol Insurance & Risk Management Group
Capitol Insurance & Risk Management Group is an insurance agency located at 6330 East 75th Street, Indianapolis, Indiana, United States. Our team of experts is dedicated to finding the ideal insurance policy for your family, church, or business by evaluating exclusive insurance providers. We design customized insurance packages to meet your unique needs, providing affordable value and protecting your most important assets. With access to a wide range of premium insurance companies, Capitol offers church programs and coverage options that are unmatched. Our experts can find the perfect coverage for you through competition, ensuring the best value for your insurance needs. We also offer monitoring of policies for any unusual increases in premiums, and we regularly review and update your coverage every three years to ensure you have the best value.
ITS Logistics
ITS Logistics is a storage institution located at 4055 South 500 East, Whitestown, Indiana, United States. Our proprietary end-to-end container management and visibility platform, ContainerAI, provides insights to help reduce costs, avoid fees, and optimize supply chains across ocean voyages, rail transport, and trucking milestones. Our up-to-date reports on port conditions and potential headwinds can assist in making informed drayage and intermodal decisions. With a top-tier asset-based dedicated fleet and innovative distribution fulfillment services, we offer comprehensive supply chain solutions nationwide. Our goal is to deliver excellence in everything we do and improve the quality of life. Collaborate with us to seize limitless opportunities and advance your career. Contact us for creative logistics solutions to overcome any challenge.
Market Street Wealth Management Advisors, LLC
Market Street Wealth Management Advisors, LLC is a finance institution located at 3105 East 98th Street in Indianapolis, Indiana, United States. We believe in providing financial planning that’s straightforward and easy to understand, without all the unnecessary complexity. Our goal is to help you create a clear and actionable plan that aligns with the life you want to live. At Market Street, we are committed to working with you to secure your financial future. We understand the importance of your active involvement in the financial planning process and being honest about your goals. If our services are not meeting your needs, there are no ongoing commitments, giving you the flexibility to explore other options.
Byrer Wealth Management LLC
Byrer Wealth Management LLC, located at 226 West Tansey Crossing in Westfield, Indiana, is a finance institution that prides itself on providing a unique combination of experience, intellectual capital, and personal service to its clients. As a Registered Broker/Dealer and SEC Registered Investment Advisor, Byrer Wealth Management LLC offers a range of investment services through its affiliated companies, International Assets Advisory LLC and International Assets Investment Management, LLC. Please note that Byrer Wealth Management LLC may only conduct business with residents of certain states where they are properly registered, and not all investments and services mentioned may be available in every state. Additionally, investors outside of the United States should be aware of securities and tax regulations within their applicable jurisdictions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 7300 Eagle Crest Boulevard in Evansville, Indiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is equipped to help clients navigate through both rising and turbulent markets, addressing their financial challenges and opportunities. Beyond wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch work closely with clients to understand their personal and professional goals, crafting financial strategies tailored to meet their long-term objectives. The branch also actively contributes to the communities it serves through volunteerism and charitable outreach. Clients benefit from the expertise of industry-skilled advisors supported by Merrill's investing insights and wealth planning platform, all aimed at helping them pursue their financial and life goals.
Megan Hamand, 1st Source Asset Advisors
Megan Hamand, 1st Source Asset Advisors is a finance institution located at 316 North Center Street, Plymouth, Indiana, United States. The financial consultants at 1st Source Asset Advisors offer personalized financial plans tailored to each client's unique goals, circumstances, and time horizons. Services include rollover services, IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing. The institution follows a client-centric process focused on achieving specific milestones together with the client. Their three-step planning process involves gaining a deep understanding of the client's financial situation and goals, providing a detailed analysis, developing customized strategies, and implementing a personalized plan. The experienced financial consultants at Megan Hamand, 1st Source Asset Advisors listen to clients' financial objectives and simplify their lives with personalized care.
Angie Banicki, 1st Source Asset Advisors
Angie Banicki, 1st Source Asset Advisors is a financial institution located at 316 North Center Street in Plymouth, Indiana, United States. Their team of financial consultants specialize in creating, managing, and providing assistance with customized financial plans that are tailored to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long term care insurance, risk management, and automated investing through Guided Wealth Portfolios. Their client-centric process involves a comprehensive three-step planning approach that helps identify needs, implement strategies, and monitor progress to ensure clients stay on track towards their financial goals. The experienced financial consultants at Angie Banicki, 1st Source Asset Advisors genuinely listen to understand each client's financial objectives and provide personalized care to simplify their financial life.
Bill Rohwer, 1st Source Asset Advisors
Bill Rohwer, 1st Source Asset Advisors is a finance institution located at 7821 Carnegie Boulevard in Fort Wayne, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating, managing, and providing assistance with customized financial plans that cater to each client's unique goals, circumstances, and time horizons. Services offered include rollover services, traditional and Roth IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing through Guided Wealth Portfolios. The institution follows a client-centric process focused on pursuing specific milestones created in collaboration with the client. Their comprehensive three-step planning process helps identify needs, implement strategies, and monitor progress to ensure clients stay on course. By starting with a confidential personal profile, the financial consultants gain a deep understanding of each client's financial situation and goals, providing detailed analysis, customized strategies, and recommendations for the future.
Franklin Asset Management Co
Franklin Asset Management Co is a leading institution located at 401 Virginia Avenue in Madison, Indiana, United States. With a focus on managing affordable housing communities, we pride ourselves on setting the standard in the industry. Our portfolio includes over 120 properties spread across six states, offering comfortable and affordable living options to our residents. If you are interested in applying for one of our apartment communities, please browse through our listings by state and fill out the application form provided. Be sure to indicate which community you are applying to, and if you are applying to multiple communities, please submit a separate application for each. You can email your completed application to info@franklinasset.net or drop it off in person at the intended community.
Accent Consulting
Accent Consulting is a leading institution located at 2420 North Coliseum Boulevard in Fort Wayne, Indiana. Since 2002, we have been providing top-notch IT support services to businesses in the Greater Fort Wayne area. Our team of Certified Technicians is dedicated to ensuring that your business technology meets the growing needs of your organization and sets your team up for efficiency and success. At Accent Consulting, we understand the challenges that businesses face when it comes to IT support and infrastructure. That's why we offer 100% managed IT services to meet all of your information technology needs. From network security to data recovery, our experienced team is here to help keep your business compliant with NIST 800-171, CMMC, HIPAA, PCI, and SOC regulations.
Financial Enhancement Group
Financial Enhancement Group, located at 2704 Enterprise Drive in Anderson, Indiana, is a finance institution dedicated to providing personalized financial guidance to individuals and families. Founded in 1997 by Joseph A. Clark, CFP® and Donald E. Hodson, EA, FEG's mission is to help clients make sound decisions and avoid financial frustration. As fiduciaries, the team at FEG is committed to treating your money as if it were their own, taking their role seriously and providing informed responses to protect your assets. With over 30 professionals on staff, FEG offers a collaborative approach to financial planning, focusing on tax-efficient strategies and long-term growth.
Wisely Advised
Wisely Advised is an integrated Accounting and Investment Advisory firm located at 2901 Carlson Drive in Hammond, Indiana, United States. We offer personalized services that go beyond the numbers to help our clients achieve their short and long-term financial goals. Our team understands the challenges that small business owners face when it comes to bookkeeping, taxes, and payroll. We are passionate about giving business owners the freedom to focus on growing their business while we take care of the financial details.
Capital Strategies Group
Capital Strategies Group is a leading health and hospital institution located at 623 Airport North Office Park in Fort Wayne, Indiana, United States. With a team of experienced professionals, they provide innovative strategies and solutions to help healthcare organizations thrive in today's complex and ever-changing industry. Whether it's financial management, operational efficiency, or strategic planning, Capital Strategies Group is dedicated to helping their clients achieve their goals and deliver the highest quality care to their patients.
Agnes Schoch - Thrivent
Agnes Schoch - Thrivent is a finance institution located at 203 North 12th Street in Decatur, Indiana, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Purpose Law Firm, LLC - Estate Planning, Family Law
Purpose Law Firm, LLC is a law institution located at 438 2nd Street, Aurora, Indiana, United States. Specializing in Estate Planning and Family Law, our team is dedicated to helping families protect not only their financial assets but also their human, spiritual, and intellectual assets. In our Estate Planning division, we work closely with clients to ensure their legacy is preserved for future generations. Our Family Law division focuses on assisting victims of domestic violence to break free from abusive situations and navigate the legal system successfully.
Brad Hull - State Farm Insurance Agent LaPorte
Brad Hull - State Farm Insurance Agent in LaPorte, Indiana, is a trusted insurance agency located at 318 Pine Lake Avenue. Just 2 doors North of Soldiers Memorial Park, our newly renovated office is easily identifiable with a large road sign. We specialize in providing FREE Auto and Homeowners insurance quotes to residents throughout Northwest Indiana, with a focus on LaPorte county. Our dedicated agent, Brad Hull, brings over 8 years of experience in the insurance industry, along with a background as a senior manager and military service. Brad and his team are deeply rooted in the La Porte community, living, working, and raising their families here. We are passionate about helping individuals and families protect their assets with personalized insurance solutions.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 4330 Edison Lakes Parkway, Mishawaka, Indiana, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for you, as it means something different to all of us. We excel in delivering the expertise needed to turn your financial vision into a reality, providing finely crafted financial advice tailored to your individual needs. Our current thinking keeps you ahead of the curve, with insights on the implications of potential elections and the direction of US taxes. We offer wealth strategies that support you in every stage of life, helping you pursue your financial goals today, tomorrow, and for generations to come. Our focus is on understanding the markets, economy, trends, and investor mindset to help you turn your possibilities into a plan. For prominent individuals and families, we connect you to experts, insights, and thought leaders to help you achieve success. We offer solutions for companies looking to attract and retain key talent, as well as topics to help executives excel and advance in the family office industry. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals. As a firm providing wealth management services, we offer investment advisory services and brokerage services, each governed by different laws and arrangements. It is important to understand how we conduct business and carefully read the agreements and disclosures provided. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer. We offer a range of products and services to help you achieve what's important to you.
Mike Weston - State Farm Insurance Agent
Mike Weston - State Farm Insurance Agent is an insurance agency located at 1880 South Walnut Street in Bloomington, Indiana, United States. The institution offers a range of insurance products and services to help protect individuals and their assets. Rural road driving can come with its own set of risks, including sharing the road with farm vehicles and animals. To help drivers stay safe, the institution provides tips and resources on how to navigate country roads effectively. They also offer insights from a State Farm study that ranks states by the likelihood of animal collisions.
Nationwide Insurance: Brelage Insurance Agency, Inc.
Nationwide Insurance: Brelage Insurance Agency, Inc. is a trusted insurance agency located at 438 South Emerson Avenue in Greenwood, Indiana, United States. We offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, and human services insurance. Our experienced agents are dedicated to helping you find the right coverage to protect your assets and provide you with peace of mind. When it comes to auto insurance, we make sure to explain coverage options in a clear and straightforward manner so you can make informed decisions. From liability coverage to collision and comprehensive packages, we work with Nationwide to offer a wide range of choices. We also provide discounts for safety equipment and safe driving history to help you save on your premiums.
Tom Motsinger - State Farm Insurance Agent
Tom Motsinger - State Farm Insurance Agent is an insurance agency located at 220 North Gospel Street in Paoli, Indiana, United States. Just two blocks North of the Court House on Highway 37 N, this institution offers a range of insurance services to help you protect yourself and your assets. Whether you need coverage for your vehicle, home, or life, Tom Motsinger and his team are here to help. They also provide information on the dangers of drunk driving and the importance of wearing proper motorcycle riding gear. For any inquiries or assistance, please call (812) 723-3053. Remember, investing involves risk, and it's important to carefully consider your options. State Farm VP Management Corp. is a separate entity that offers securities and investment services. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. When it comes to pet insurance, be sure to review the terms and conditions before making any decisions. State Farm is dedicated to helping you protect what matters most, so contact them today for personalized insurance solutions.
Heartland Insurance Partners
Heartland Insurance Partners is an insurance agency located at 10305 Dawsons Creek Boulevard in Fort Wayne, Indiana. We serve clients in Indiana, Illinois, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Virginia. Our goal is to provide quality insurance products with care and diligence. As April is Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are crucial for managing finances effectively. If you're planning a home remodel, consider how it may impact your insurance coverage. We debunk myths and misconceptions about life insurance with a quick quiz to test your knowledge. Visit us to learn more about protecting your assets and securing your financial future.
Hutchins State Farm Agency
Hutchins State Farm Agency is a trusted health and insurance agency located at 4709 Theater Drive in Evansville, Indiana, United States. Conveniently situated at the corner of Oak Hill Rd and Lynch Rd on the East Side, we have been serving as a Good Neighbor since 2010. Our services include auto insurance, life insurance, renters insurance, homeowners insurance, health insurance, and business insurance in Evansville and surrounding counties. We also cater to banking needs for Evansville and surrounding areas. Our founder attended the University of Kentucky for Business Management and Sports Medicine, bringing a wealth of knowledge and expertise to our agency. We provide 24/7 customer service to ensure that all your insurance needs are met promptly and efficiently. Whether you are a long-time resident or a newcomer to the U.S., we can help you with all your insurance needs, including car insurance for safe driving on rural roads shared with farm vehicles.
Cyber Onsite Services LLC
Cyber Onsite Services LLC is a leading technology company located at 7505 Witling Boulevard in Roanoke, Indiana, United States. We specialize in providing onsite cybersecurity solutions for businesses of all sizes. Our team of experts is dedicated to protecting your data and ensuring the security of your digital assets. With years of experience in the industry, we offer a range of services including network security, data protection, and IT support. Trust Cyber Onsite Services LLC to safeguard your business from cyber threats and keep your operations running smoothly. Contact us today to learn more about how we can help you protect your valuable information.
Purdue University Forestry and Natural Resources Farm
Purdue University Forestry and Natural Resources Farm is a renowned institution located at 555 North Sharon Chapel Road in West Lafayette, Indiana, United States. As a university specializing in forestry and natural resources, the farm offers a unique and hands-on learning experience for students interested in environmental conservation and sustainability. With state-of-the-art facilities and expert faculty, students have the opportunity to engage in research and fieldwork that prepares them for successful careers in the field. The farm's dedication to promoting the responsible management of our natural resources makes it a valuable asset to both the academic community and the surrounding environment.
Landstar Ranger Inc
Landstar Ranger Inc. is a moving company located at 6231 West Co Road 25 North in Greencastle, Indiana, United States. As a Safety First Transportation Solutions Provider, Landstar offers safe, secure, and reliable transportation services through a network of independent freight agents, leased owner-operators, and third-party capacity providers. Landstar empowers entrepreneurs to provide customized shipping solutions and is a technology-enabled, asset-light provider of integrated transportation management solutions. The company has been recognized for its excellence by global chemistry leader The Chemours Company and offers a Grow Your Star program to help agents improve their independent businesses. Landstar's independent agents receive administrative, sales, and technological support while enjoying the freedom of owning their own business. Employees at Landstar receive competitive salaries and outstanding benefits, making it an equal opportunity employer. If you're looking for success on your own terms, consider joining Landstar today.
Federal Home Loan Bank of Indianapolis
The Federal Home Loan Bank of Indianapolis, located at 8250 Woodfield Crossing Boulevard in Indianapolis, Indiana, is a regional cooperative bank that provides reliable, cost-effective, and flexible wholesale funding for its members. The Community Investments Department at FHLBank Indianapolis helps provide safe and affordable housing to residents in Indiana and Michigan, including through the new Tribal Nations Housing Development Assistance Program. Since 1932, the bank has been meeting the liquidity needs of member financial institutions in the region, supporting housing finance, asset-liability management, and community lending. With a focus on member and community success, FHLBank Indianapolis is committed to diversity, equity, and inclusion at all levels. From banks and credit unions to insurance companies and community development financial institutions, the bank serves a wide range of members and provides customized solutions to meet their unique business needs.
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